Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin. Welcome to Quick Screen “Our goal is very simple: to give you the most.

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Presentation transcript:

Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin. Welcome to Quick Screen “Our goal is very simple: to give you the most comprehensive and efficient system available.” ProCom Solutions, Inc A Route 108 Columbia, MD Phone: (800) Fax: (410)

Creating Orders with Quick Screen

Account Number Telephone Number Company Name Contact Name Easy to Use 1. Enter the customer. Find Customers Quickly

Easy to Use 2. Add the items. Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Easy to Use 3. Complete the sale. Invoice and Receipt Printing Change to Cash or Charge Credit Card Authorization Laser Printing Direct Faxing from POS Completion Options

Command Line Functions Command line functions and shortcuts simplify changing an order.

You never need to know any customer or item number. Quick Screen Search Features Partial Account Number Telephone Number Company Name Contact Name UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Find Customers Quickly Add Items Easily

Find your Customers Quickly Find Customers Quickly Account Number Telephone Number Company Name Contact Name

Locate by Account Number Enter a customer account. Find Customers Quickly Account Number Telephone Number Company Name Contact Name

Locate by Account Number …you’re ready to enter items.

Search by Telephone Number Find Customers Quickly Account Number Telephone Number Company Name Contact Name Enter a phone number.

Search by Telephone Number Select a customer and you’re ready to enter items.

Retrieve by Company Name Find Customers Quickly Account Number Telephone Number Company Name Contact Name Enter part of the company name.

Retrieve by Company Name Select a customer and you’re ready to enter items.

Access by Contact Name Find Customers Quickly Account Number Telephone Number Company Name Contact Name Enter part of the person’s name.

Access by Contact Name Select a customer and you’re ready to enter items.

Additional Customer Options Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Warning Screens Warning screens alert you when a customer : is on hold is over their credit limit is past due has notes assigned Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Customer Inquiry View a customer profile by touching a function key. Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Customer Jobs Customer Jobs track orders separately, under one account. Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Customer Jobs The order ships to the job.

Billing to a Different Customer Assign billing to a different customer at the point of sale. Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Billing to a Different Customer Billing is assigned to the new customer. Shipping is assigned to the original customer.

Change Customers When you change customers, the order is repriced and recalculated. Warning Screens Customer Inquiry Customer Jobs Bill to Another Customer Change Customers Customers Options

Adding Items to an Order Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Find by Item Number Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Find by Item Number Quick Screen shows you the bin, stock level and list price.

Find by Item Number The item is instantly added to your order.

Locate by UPC Code Scan in a UPC code with a wand or shoot it with a gun.

Locate by UPC Code Quick Screen finds every item with the UPC you entered. Highlight and touch enter to add an item to the order.

Search by Partial Item Number A question mark after a partial item number begins the search. Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Search by Partial Item Number Highlight and touch enter to select an item.

Search by Partial Item Number Enter the sale quantity.

Search by Partial Item Number The item is instantly added to your order.

Access from Manufacturer Price List Enter an item from your price book or microfiche. Price lists are searched when an item is not in inventory. Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Price lists are searched when an item is not in inventory. Access from Manufacturer Price List Highlight and touch enter to select the part.

Access from Manufacturer Price List See the selling price, cost and manufacturer.

Access from Manufacturer Price List Non-stock and stock-out options include: Backorder Special Order Try Another Warehouse Override On-hand Quantity

Access from Manufacturer Price List The item is added with the price list specifications.

Seek by Item Description A question mark after a partial description begins the search. Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Seek by Item Description If the list is too long, narrow the search by adding to the description.

Seek by Item Description Separate additional descriptions with a backslash.

Seek by Item Description Select an item and enter the quantity to add it to the order.

Retrieve Customer Sales History Sell items from a list of previous purchases through Sales History. Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily

Retrieve Customer Sales History Enter the item’s line number. The last ordered quantity and price displays with the current price.

Retrieve Customer Sales History The item’s real-time stocking status displays. Enter the sale quantity.

Retrieve Customer Sales History Touch enter for the current price or change the price. Price history lets you negotiate and up-sell.

Retrieve Customer Sales History When you complete the list, all of the items are added to your order.

Integrated Parts Cataloging Item Number or UPC Code Partial Item Number Manufacturer Price List Item Description Customer Sales History Integrated Parts Cataloging Add Items Easily A single keystroke lets you select a PartSmart Pick List.

Integrated Parts Cataloging Items with sufficient quantity available are added automatically. System notifies you of stock-outs and offers alternate choices.

Integrated Parts Cataloging Price lists are searched when an item is not in inventory.

All items are added to your order seamlessly from the pick list. Integrated Parts Cataloging

Automatic Right-Pricing The pricing matrix customizes prices by category and account Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing Sell specific items at a lower rate to selected customers automatically.

Contract Pricing Line items adjust automatically to the contract price.

Quantity Discount Enter Quick Screen’s displays a matrix when an item allows quantity discounting. Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Quantity Discount Line items adjust automatically to the discount price.

Promotional Pricing Temporarily lower prices on selected items sold in a specific time frame. Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Promotional Pricing Line items adjust automatically to the promotional price.

Minimum Selling Price Quick Screen never allows an item to sell for less than your minimum price. Contract Pricing Quantity Discounts Promotional Pricing Minimum Price Automatic Right-Pricing

Specialized Inventory Features Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Special Inventory Features

Multiple Stocking Locations If you don’t have enough in stock, you can sell inventory from another location. Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Special Inventory Features

Multiple Stocking Locations Enter a period before an item number for additional locations.

Multiple Stocking Locations The master record shows real-time stock status for every location.

Multiple Stocking Locations Enter the quantity to add the item to your order.

Multiple Selling Units Multiple Locations Three Selling Units Substitute Items Lost Sales Tracking Serial Numbered Items Special Inventory Features You may assign any three units of measure to an item.

Multiple Selling Units Quick Screen’s Unit Box displays with multiple selling units.

Multiple Selling Units Select a selling unit and touch enter to add the item to your order.

Substitute Items Multiple Locations Three Selling Units Substitute Items Lost Sale Tracking Serial Numbered Items Special Inventory Features If an item is out of stock, the system can replace it with a substitute.

Lost Sale Tracking Lost Sale Tracking increases accuracy in inventory management and analysis. Multiple Locations Three Selling Units Substitute Items Lost Sale Tracking Serial Numbered Items Special Inventory Features

Serial Numbered Items Each serial number is stored by location, making transfers smoother. Multiple Locations Three Selling Units Substitute Items Lost Sale Tracking Serial Numbered Items Special Inventory Features

Serial Numbered Items Serialized items let you select from a location-specific list.

Serial Numbered Items Selling prices vary when components are tagged to accompany equipment.

Serial Numbered Items Select a serial number, or touch F1 to assign the number later.

Serial Numbered Items Add or remove components to reflect customer’s needs.

Serial Numbered Items Serial numbers for this order will display a row of asterisks. Items committed to other customers show the customer number.

Thank you for taking the time to learn more about Quick Screen through this introductory tour. Please see one of our Sales Associates to discover how ProCom’s feature-rich suite of to discover how ProCom’s feature-rich suite of software solutions can increase your productivity and profits. ProCom Solutions, Inc A Route 108 Columbia, MD Phone: (800) Fax: (410) Thank You